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Braun Stacey Associates’s Atmos Energy ATO Stock Holding History

Braun Stacey Associates’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$871K Hold
5,057
– – 0.02% 102
2026
Q1 		$934K Hold
5,057
– – 0.03% 99
2025
Q4 		$848K Hold
5,057
– – 0.03% 98
2025
Q3 		$863K Hold
5,057
– – 0.03% 99
2025
Q2 		$779K Hold
5,057
– – 0.03% 100
2025
Q1 		$782K Hold
5,057
– – 0.03% 103
2024
Q4 		$704K Hold
5,057
– – 0.03% 104
2024
Q3 		$701K Hold
5,057
– – 0.03% 103
2024
Q2 		$590K Buy
+5,057
New +$589K 0.02% 105

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Braun Stacey Associates's ATO Position: Q2 2026 in Review

Braun Stacey Associates held its Atmos Energy (ATO) position steady in Q2 2026 at 5,057 shares worth $871K. The position accounts for 0.02% of the portfolio, ranked #102.

Braun Stacey Associates first reported a position in ATO in Q2 2024 and has held it in 9 quarters since. The position peaked at $934K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Braun Stacey Associates held 5,057 shares of Atmos Energy worth $871K as of Q2 2026.
  • Braun Stacey Associates left its Atmos Energy share count unchanged in Q2 2026.
  • Atmos Energy made up 0.02% of Braun Stacey Associates's portfolio in Q2 2026, its #102 holding.
  • Braun Stacey Associates first reported a position in Atmos Energy in Q2 2024 and has held it in 9 quarters since.
  • Braun Stacey Associates's Atmos Energy position peaked at $934K in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Braun Stacey Associates's 13F filing for Q2 2026, filed 5 Aug 2026.